Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RVER 3.25%
2 PSI 2.18%
3 EVAV 2.10%
4 ULTY 2.00%
5 LRNZ 1.94%
6 IZRL 1.63%
7 ROBT 1.43%
8 IPO 1.40%
9 FDRV 1.32%
10 HAIL 1.29%
11 JHAC 1.14%
12 MOTO 1.07%
13 DRIV 0.98%
14 ITEQ 0.97%
15 AIFD 0.49%
16 CARZ 0.43%
17 TRFM 0.43%
18 BUZZ 0.39%
19 ISRA 0.37%
20 JKK 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Jennison Associates LLC 14.01M (14.89%) -1.19M
Decreased by -8.48%
Dec 31, 23
2 Baillie Gifford & Co Limited. 13.78M (14.65%) -705.72K
Decreased by -5.12%
Mar 31, 25
3 Manufacturers Life Insurance Co 13.56M (14.41%) -651.70K
Decreased by -4.81%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 8.93M (9.49%) 818.42K
Increased by +9.17%
Dec 31, 23
5 UBS Group AG 5.86M (6.23%) 3.35M
Increased by +57.19%
Mar 31, 25
6 Point72 Asset Management, L.P. 5.56M (5.91%) 5.56M
Increased by +100.00%
Mar 31, 25
7 NORGES BANK 4.82M (5.12%) -4.44M
Decreased by -92.21%
Dec 31, 24
8 General Atlantic Llc 4.76M (5.06%) 0.00
Increased by 0.00%
Sep 30, 23
9 Thrivent Financial For Lutherans 4.62M (4.91%) -377.02K
Decreased by -8.17%
Jun 30, 24
10 Fidelity International Ltd 3.98M (4.23%) 2.73K
Increased by +0.07%
Mar 31, 25
11 Wellington Management Company LLP 3.40M (3.61%) 2.27M
Increased by +66.70%
Dec 31, 23
12 Goldman Sachs Group Inc 3.38M (3.59%) 1.52M
Increased by +45.05%
Mar 31, 25
13 Kodai Capital Management LP 3.05M (3.25%) 288.82K
Increased by +9.46%
Jun 30, 24
14 HHG PLC 2.89M (3.07%) 722.97K
Increased by +25.02%
Jun 30, 24
15 Atalan Capital Partners, LP 2.87M (3.06%) 305.94K
Increased by +10.64%
Jun 30, 24
16 Balyasny Asset Management LLC 2.87M (3.05%) 1.67M
Increased by +58.20%
Mar 31, 25
17 Hawk Ridge Management LLC 2.39M (2.54%) 2.39M
Increased by +100.00%
Jun 30, 24
18 Bank of New York Mellon Corp 2.35M (2.49%) 94.95K
Increased by +4.04%
Jun 30, 24
19 Bank of America Corp 2.35M (2.49%) 1.36M
Increased by +58.14%
Mar 31, 25
20 Frontier Capital Management CO Inc 2.18M (2.32%) 215.46K
Increased by +9.87%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard International Growth Inv 5.23M (5.56%) 0.00
Increased by 0.00%
Mar 31, 25
2 T. Rowe Price Capital Appreciation 4.58M (4.87%) 0.00
Increased by 0.00%
Dec 31, 23
3 HIL Fidelity Global Technology USD 3.02M (3.21%) -21.00
Decreased by -0.00%
Feb 28, 25
4 Fidelity Global Technology A-Dis-EUR 3.01M (3.19%) -11.13K
Decreased by -0.37%
May 31, 25
5 Jennison Concentrated LC Growth Equity 2.37M (2.52%) -107.58K
Decreased by -4.54%
Dec 31, 23
6 Vanguard US Growth Investor 2.37M (2.52%) -107.58K
Decreased by -4.54%
Dec 31, 23
7 JHancock Fundamental Large Cap Core A 2.11M (2.25%) 0.00
Increased by 0.00%
May 31, 25
8 Manulife IM US Large Cap Core 2.09M (2.22%) -34.34K
Decreased by -1.64%
Jun 30, 25
9 JHVIT Fundamental All Cap Core I 2.07M (2.20%) 0.00
Increased by 0.00%
May 31, 25
10 Thrivent Mid Cap Stock A 1.84M (1.96%) -862.28K
Decreased by -46.76%
Jul 31, 24
11 Invesco Main Street A 1.70M (1.81%) 0.00
Increased by 0.00%
Feb 29, 24
12 Harbor Capital Appreciation Instl 1.67M (1.77%) 0.00
Increased by 0.00%
Dec 31, 23
13 Invesco OFI Large Cap Core 1.65M (1.75%) -50.83K
Decreased by -3.08%
Jun 30, 24
14 PGIM Jennison International Opps Z 1.65M (1.75%) -8.85K
Decreased by -0.54%
Dec 31, 23
15 Dynamic Premium Yield PLUS F 1.57M (1.67%) 1.57M
Increased by +100.00%
Jan 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.67%) 11.19K
Increased by +0.71%
May 31, 25
17 PGIM Jennison Global Opportunities Z 1.55M (1.65%) -2.26K
Decreased by -0.15%
Dec 31, 23
18 Franklin Technology A Acc USD 1.53M (1.63%) 0.00
Increased by 0.00%
Sep 30, 24
19 American Century Heritage Inv 1.53M (1.62%) 437.05K
Increased by +28.65%
Dec 31, 23
20 American Century US Opport. Mid Cap Gr 1.53M (1.62%) 437.05K
Increased by +28.65%
Dec 31, 23